+222.8%
WULF vs URI
+7,970.4%
-7,747.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.0% |
| 7D | +11.0% | +6.7% | +4.3% | +10.0% |
| 30D | +9.4% | +8.9% | +0.5% | +8.2% |
| 3M | -22.6% | +0.5% | -23.2% | -22.4% |
| 6M | -45.4% | +20.7% | -66.1% | -46.6% |
| YTD | +9.8% | +40.0% | -30.2% | +4.7% |
| 1Y | +8.0% | +34.4% | -26.4% | +3.7% |
| 3Y | +1,149.5% | +149.5% | +1,000.0% | +1,033.2% |
| 5Y | -55.6% | +205.6% | -261.2% | -60.4% |
| 10Y | +34.7% | +1,183.1% | -1,148.4% | +6.6% |
| All | +222.8% | +7,970.4% | -7,747.6% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling